ETF & mutual fund overlap · Page updated November 8, 2026

VGT vs VUG: Holdings Overlap

Vanguard Information Technology ETF (VGT) and Vanguard Morningstar Growth ETF (VUG) share 48 holdings, with roughly 59% of their portfolio weight overlapping.

Both funds' holdings are as of September 30, 2026.

Fund pages: VGT (Vanguard Information Technology ETF) · VUG (Vanguard Morningstar Growth ETF)

Weight overlap

59%

Shared portfolio weight

Shared holdings

48

Securities in both funds

Funds

VGT · VUG

Compared side by side

Compare VGT and VUG live →

Interactive charts, sector exposure, combined allocation, and the full overlap heatmap.

All 48 holdings VGT and VUG share

Every holding both funds own, ranked by shared exposure (how much of the position they hold in common). The weight gap shows which fund tilts more heavily into it.

HoldingIn VGTIn VUGWeight gap
NVDANVIDIA17.58%13.48%4.10%VGT
AAPLAPPLE15.91%12.50%3.41%VGT
MSFTMICROSOFT11.16%9.74%1.42%VGT
AVGOBROADCOM4.11%4.34%0.23%VUG
AMDADVANCED MICRO DEVICES3.67%2.66%1.02%VGT
INTCINTEL1.98%1.45%0.53%VGT
LRCXLAM RESEARCH1.55%1.11%0.45%VGT
PLTRPALANTIR TECHNOLOGIES A1.55%1.10%0.45%VGT
AMATAPPLIED MATERIALS1.53%1.10%0.44%VGT
PANWPALO ALTO NETWORKS1.24%0.88%0.35%VGT
CRWDCROWDSTRIKE HOLDINGS1.02%0.71%0.31%VGT
KLACKLA0.98%0.70%0.28%VGT
SNDKSANDISK0.97%0.70%0.28%VGT
ORCLORACLE0.85%0.65%0.21%VGT
MRVLMARVELL TECHNOLOGY0.88%0.64%0.24%VGT
ANETARISTA NETWORKS0.85%0.60%0.25%VGT
STXSEAGATE TECHNOLOGY HOLDINGS0.79%0.58%0.21%VGT
APHAMPHENOL0.80%0.57%0.23%VGT
WDCWESTERN DIGITAL0.61%0.44%0.18%VGT
NOWSERVICENOW0.54%0.39%0.15%VGT
TXNTEXAS INSTRUMENTS0.98%0.36%0.61%VGT
GLWCORNING0.49%0.34%0.15%VGT
NETCloudflare Class A0.45%0.33%0.12%VGT
FTNTFORTINET0.46%0.32%0.13%VGT
SNOWSnowflake0.45%0.32%0.13%VGT
DDOGDATADOG CLASS A0.36%0.27%0.08%VGT
CDNSCADENCE DESIGN SYS0.38%0.27%0.11%VGT
LITELUMENTUM HOLDINGS0.30%0.26%0.04%VGT
SNPSSYNOPSYS0.33%0.25%0.08%VGT
DELL0.65%0.23%0.41%VGT
MSIMOTOROLA SOLUTIONS0.31%0.22%0.09%VGT
MPWRMONOLITHIC POWER SYSTEMS0.27%0.19%0.08%VGT
TERTERADYNE0.27%0.19%0.08%VGT
ALABAstera Labs0.23%0.18%0.05%VGT
COHRCOHERENT0.21%0.17%0.03%VGT
CIENCIENA0.21%0.16%0.05%VGT
ADSKAUTODESK0.20%0.14%0.05%VGT
WDAYWORKDAY0.18%0.12%0.06%VGT
TEAMATLASSIAN0.15%0.10%0.05%VGT
MDBMongoDB Class A0.13%0.09%0.04%VGT
SMCISUPER MICRO COMPUTER0.13%0.09%0.04%VGT
ZSZscaler0.11%0.09%0.02%VGT
VRSNVERISIGN0.13%0.09%0.04%VGT
FLEXFLEX LTD0.19%0.08%0.11%VGT
FICOFAIR ISAAC0.07%0.05%0.02%VGT
FSLRFIRST SOLAR0.10%0.05%0.05%VGT
CRWVCoreWeave Class A<0.01%0.11%0.11%VUG
CBRSCerebras Systems<0.01%0.04%0.04%VUG

1–20 of 48

Sector exposure: VGT vs VUG

How each fund's equity holdings break down by sector, side by side — the clearest read on where the two funds tilt differently.

SectorIn VGTIn VUG
Technology
99.4%59.6%
Communication Services
0.0%15.0%
Consumer Cyclical
0.1%10.0%
Industrials
0.3%4.5%
Healthcare
0.0%4.3%
Financial Services
0.3%3.9%
Consumer Defensive
0.0%1.3%
Real Estate
0.0%0.9%
Basic Materials
0.0%0.4%
Energy
0.0%0.3%

Weights are of each fund’s classified equity holdings.

All holdings in VGT and VUG

VGT

VUG


What does ETF overlap mean?

Two ETFs overlap when they hold the same underlying securities. Holding both funds can leave you more concentrated than you think — you may own the same large companies twice, at a combined weight neither fund shows on its own. The weight overlap above is the share of portfolio weight the two funds hold in common: for every security both own, it counts only the smaller of the two weights (the slice you genuinely double up on). 0% means completely different books; 100% means effectively identical funds.

Related comparisons

Computed on November 8, 2026 from the latest holdings each fund has published (dated at the top of the page). Holdings change over time. For information only — not investment advice.